Pre/Early Retirees

Minimizing Risk

As a Pre/Early Retiree, you have worked hard to save money for retirement, and you are ready to enjoy life’s next phase. Focused on having enough assets, it is easy to overlook protecting the assets you have been diligently growing over your lifetime. Our Risk Management Check-Up will verify your level of risk to protect your assets, your income, and plan for unforeseen costly medical expenses.

Maximizing Wealth

For many Pre/Early Retirees, investing money and growing wealth without a company pension plan has been difficult. Now that your investments grown, it is time to ensure we can distribute those assets over your lifetime without running out of funds. Our Wealth Management Check-Up will verify alignment of your personal assets to provide maximum income in retirement.

Fortifying Legal

The need to plan and protect our estate with proper legal planning increases as we age. Legal issues can be a threat to the plans we have worked a lifetime to put in place. Our Legal Fortification Check-Up protects your estate from bankruptcies and unscrupulous attorneys, allowing you to preserve of your assets and leave the legacy you desire.

Shielding Tax

Unforeseen taxes in retirement are a threat to vital income necessary to live. You need a tax team that explores every tax strategy possible to reduce taxes in systemic ways, not simply to tell you what you owe each year. Our Tax Shielding Check-Up is designed to ensure you are efficiently and effectively distributing your assets in retirement, to maximize income by reducing your tax burden.

WHAT OUR CLIENTS HAVE TO SAY

Ensign Partners has provided our business, MS Dudley Development, with peace of mind and invaluable expertise in many areas of our daily business functions. Working alongside Ensign is an incredible opportunity that we needed both professionally and personally. Together we are putting our financial, as well as personal, goals on track. We are able to work with not only financial planning experts, but tax experts, law experts, technology experts and just a friendly, trustworthy group of folks interested in our future. As my husband said, "Why didn't we find them twenty years ago?" Thanks, Ensign! –

Cindy D.

Our manufacturing business in Chandler has grown rapidly over the last decade. As a result, we have added employees and grown a very nice business that we want to pass on to our son. When introduced to Ensign, we were thrilled with the concept of getting integrated advice. As we consulted with their tax, legal, insurance, financial, benefits and tech personnel, they identified ways for us to become more efficient and save money. We were able to reallocate those assets into other much needed services their inhouse team offered as well. Most of all, we love that the people at Ensign know us personally and we enjoy spending time with them in the office and at their fabulous events. As for transferring the business to our son? The plan is being developed and we could not be happier that Ensign will help us every step along the way!

Ron and Carol C.

I did not go to school to study money…I studied medicine. Yet all my working life I have been making choices about money. The hard part has always been getting good advice to make the right decisions. I am so grateful that we got referred to the professionals at Ensign Partners. In a few short months working with them, we have upgraded our investment strategies, audited and upgraded our insurance portfolio, completed our estate planning documents and engaged in tax savings strategies with their CPA team. Now we are getting another opinion on our benefits too. What a difference integrated advice makes! We feel blessed that a friend introduced us to Ensign Partners and we have already introduced them to others!

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WHAT OUR CLIENTS HAVE TO SAY

Cindy D.

Ron and Carol C.

Dr. Dana P.

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